I spent twenty years in business operations and consulting before making the shift to financial planning. Not because I needed a career change, but because I kept having conversations that felt more valuable than anything else I was doing. Driven, successful people who had built real things and were completely overwhelmed by the job of managing what they'd created. I had a natural instinct for this stuff. Turns out not everyone does. Once I realized I could actually help, it was hard to do anything else. I founded High Rock Wealth Management on a pretty simple belief: the hard work it takes to build wealth shouldn't be followed by a lifetime of managing it. That's my job now. The way I work is pretty straightforward. I'm a finance nerd, genuinely. Tax-loss harvesting, asset location, the mechanics of a well-built plan: I love this stuff and I obsess over the details. But I've also learned that the numbers only tell part of the story. Your relationship with money started long before you had any, and a plan that ignores that context is just math on paper. So I work on both sides equally and I always tell you the truth, even when it's not what you were hoping to hear. I hold the CFP® and Enrolled Agent designations. The EA means tax strategy is built directly into your plan, not referred out to someone else. One relationship. Full picture. On the personal side: I'm a family guy through and through. My wife Natalya and our two kids are my world. We traded the New York Metro area for just outside Charlotte in 2021 and haven't looked back. When clients tell me they're building something for their family's future I feel that personally, not just professionally. It's the same reason I do this work. I work with individuals and families who are ready to stop improvising and start directing their wealth with real intention. If that sounds like you, I'd love to talk.

Brice Oldham is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Carroll Financial Associates, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services through a combination of active and passive investment strategies overseen by an internal Investment Committee.

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Taysha Hogarth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Chen Med and the Stephen C.O Connell Center. Outside of her advisory role, she works as an independent consultant selling items on online retail platforms. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Hoshour is a financial advisor with Cornerstone Investment Services, Inc. in Indian Trail, NC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Cornerstone Investment Services since 1995. Cornerstone Investment Services provides ongoing investment supervisory services and basic financial planning to individuals, trusts, and nonqualified retirement accounts, as well as advising retirement plan sponsors and institutional clients. The firm offers discretionary, fee-only portfolio management with a focus on medium- to long-term holdings and emphasizes fiduciary services and customized solutions for retirement plans.

Patrick Sheehan is a financial advisor at Prodeo Asset Management, LLP with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prodeo since 2017. Sheehan is also CEO of Elevation LLC, a FINRA-registered broker-dealer, and serves as a director and officer of VP Research, Inc., a firm providing global macro market commentary and trade ideas. Additionally, he manages Big Label Records, LLC. Prodeo Asset Management offers discretionary investment management through private funds and separately managed accounts, serving funds, institutional investors, corporations, pensions, trusts, and high-net-worth individuals. The firm employs a systematic, rules-based investment approach using quantitative models and proprietary indicators across multiple asset classes and tailors strategies based on client-specific profiles.

Drew Waterbury is a CFP® professional with 17 years of industry experience and has been the sole advisor at Ocean Advisors, LLC since 2010. He provides financial literacy programs for employees of various businesses, delivering content both on-site and via webinars, occasionally developing the material himself. Ocean Advisors offers investment management and personal financial planning services to individuals, families, trusts, estates, family businesses, and corporate retirement plans. The firm’s investment approach combines strategic asset allocation with tactical adjustments using fundamental and technical analysis, including dividend-focused equity portfolios, diversified funds, and selective options strategies for income enhancement or downside protection.

Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

Robert Donovan is a financial advisor with WoodGreen Advisory, LLC in Matthews, NC. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to founding WoodGreen Advisory in 2021, he worked at Alphastar Capital Management LLC and has been managing Compensation Consultants, LLC since 2012, where he is also a licensed insurance agent selling life insurance and fixed annuity products. WoodGreen Advisory offers portfolio management and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a long-term investment approach based on modern portfolio theory and provides customized Investment Policy Statements, with regular portfolio monitoring and referrals to third-party managers when appropriate.

Lucas Elliott is the sole advisor at Tactical Capital LLC in Charlotte, NC, holding a Series 65 designation with four years of industry experience. He has worked at Tactical Capital since 2021 and has held a concurrent role as Global Director of Quality Engineering at Safeguard Medical, a medical device design and manufacturing firm. Prior to this, he worked at Teleflex Inc. from 2014 to 2020. Tactical Capital LLC provides discretionary investment management and integrated financial planning services to individual, high-net-worth, and institutional clients. The firm uses a flexible investment approach tailored to client objectives and risk tolerances, incorporating asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term strategies.

Craig Harvey Field is a financial advisor with Alluvial Wealth Management in Matthews, NC, holding a Series 65 credential and 14 years of industry experience. He has been involved with multiple business ventures including an accounting firm and several non-investment-related companies. Field serves as Chief Financial Officer for a water treatment company and participates in a nonprofit that benefits orphans in Africa. Alluvial Wealth Management provides fee-based investment advisory and financial planning services to individual and institutional clients, including pension plans and charitable organizations. The firm uses a tactical allocation approach with a range of investment instruments and offers pension consulting services that encompass plan evaluations and participant education.

Joseph Calabrasi is a CFP® with 18 years of industry experience. He is the sole advisor at Lionsight Capital, LLC, an independent advisory firm he has been with since 2012. Since 2017, he has also served as Procurement Director at LendingTree, a non-investment-related online marketplace provider. Lionsight Capital, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting primarily for individual clients. The firm customizes portfolios using mutual funds and ETFs, applying a range of investment methods from modern portfolio theory to technical analysis, and manages approximately $8.24 million in assets across 16 client relationships.

John English is the principal of J W English Investment Management Services LLC in Indian Trail, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA firm since 1996. In addition to his advisory and accounting work, he is the owner and sole proprietor of a mobile DJ entertainment business. J W English Investment Management Services provides discretionary portfolio management and investment supervisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, and cyclical analysis, managing portfolios across a range of securities while offering both long- and short-term strategies.

Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, Kenison operates a tax preparation business, Momentum Tax & Accounting, and is a licensed life and health insurance agent. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, utilizing mutual funds, ETFs, and individual securities to construct customized portfolios.

Evan Grey is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Grey Private Capital in Charlotte, NC. His prior experience includes roles at Ogorek Wealth Management LLC and ASK Capital Holdings, Inc., where he remains an employee of a single-family office and dedicates over half of his time. Grey Private Capital offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and businesses. The firm utilizes an asset allocation approach grounded in modern portfolio theory, primarily employing passive investment vehicles and providing specialized services for institutional retirement plans and pension consulting.

Terrell Stauffer is a CFP®-designated financial advisor with seven years of industry experience. He is the principal of Stauffer Financial, LLC in Rock Hill, SC, and has prior experience at firms including Wealth Enhancement Group and LPL Financial. Outside of advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to investments. Stauffer Financial, LLC is an independent advisory firm providing discretionary asset management to individuals, high net worth clients, and corporate entities. The firm employs fundamental analysis and long-term strategies tailored to each client’s goals and risk tolerance, with ongoing monitoring and periodic rebalancing.

Nathalie Cote is a CFP® and Series 65-licensed financial advisor with Harvest Financial Planning, LLC, based in Fort Mill, SC. She has six years of industry experience and has been with Harvest Financial Planning since 2018. In addition to her advisory role, she is a professor of psychology at Belmont Abbey College, where she has taught since 1998. Harvest Financial Planning provides financial planning, personal finance coaching, portfolio reviews, and discretionary investment management services primarily to individuals, couples, and families. The firm emphasizes diversification, long-term holding, and cost minimization, with a notable focus on financial education and serving clients through various fee structures, including hourly and subscription arrangements.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.